Expert Retirement Valuation & QDRO services for divorce attorneys

TOVA Purpose

We Understand Divorce Attorneys Challenge: We recognize the complexities of retirement assets and the shift away from traditional pensions to retirement ‘savings’ plans like 401Ks, IRAs, and 403Bs. This evolution necessitates a nuanced approach to division, steering clear of outdated practices that often lead to delays and inequitable outcomes.

 

How TOVA Helps Divorce Attorneys:

We Simplify the Complicated with

TOVA Method

We empower divorce attorneys with our streamlined TOVA Method, a specialized approach designed to navigate the complexities of dividing retirement assets in divorce settlements. Briefly, here’s how it helps:

  • Triage: We begin by assessing each client’s retirement assets to identify the need for expert analysis, setting the foundation for a personalized strategy.

  • Obtain Documentation: Our method ensures attorneys efficiently collect all necessary documentation in one attempt, streamlining the process and saving valuable time.

  • Verify, Value, and Validate: We guide attorneys through verifying non-marital claims, accurately valuing / tracing non-marital shares, and validating settlement methods against retirement plan rules. This meticulous approach prevents common pitfalls and simplifies the division of complex assets.

  • Airtight Agreement: We assist in drafting retirement division language that complies with the specific retirement plan rules and contains all key provisions. 

 

EDUCATION & COMMUNITY: Divorce attorneys keep up with relevant case law, industry updates and best settlement practices with our monthly high-quality educational programs and advanced training. Our Beyond the Bar Podcast featuring legal trailblazers and celebrities provides additional insights, fostering a community of learning and professional grow

 

Comprehensive Services

Real Support - not just a
1-800 number

Rapid & Easy Case Submission

Our Services

QDRO Preparation & Consulting Services

We prepare QDRO or QDRO-like instruments for all types of plans, both domestic and international. We consult on all QDRO-related matters.

Drafting of Settlement Language

We help you draft clear and correct retirement settlement language that will be effectuated by retirement plans.

Marital/Non-marital Tracing Analysis of Defined Contribution Plans

We trace and separate your client’s pre-marital balance together with investment earnings and any post-date cutoff contributions.

Present Value of Pension Plans

We provide present-value calculations of pension plans often used by attorneys to offset against other assets.

Cross-Border Divorce Services

We provide consulting, QDRO and retirement valuation services in cross-border divorces.

We Partner Only With Attorneys Who:

What Others Are Saying

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